BUSINESS
Swiggy Q3 FY25: Competition and expansion impacted QC business
The food-delivery segment is expected to grow at a robust pace as also quick commerce
BUSINESS
SJS Enterprises: Decent Q3FY25, positive outlook, comfortable valuation
Next-gen products, export focus, deeper penetration of premium products to drive growth
BUSINESS
Landmark Cars: Urban slowdown, new stores act as speed breakers
A slew of new products by partner OEMs should fuel growth going forward
BUSINESS
Is Bharat Forge stock poised for re-rating?
As export challenges persist in its core auto business, the company is strategically reallocating resources towards the defence, e-mobility, and aerospace growth engines
BUSINESS
Indigo — Will the airline’s performance continue to fly high?
Increased cancellations due to geopolitical tension likely to impact yields in Q1 FY26
BUSINESS
Belrise IPO: A growth-oriented play in auto ancillaries
The company stands at an inflection point with sharper focus on high-margin segments
BUSINESS
Hero MotoCorp enjoys a smooth ride in FY25
The company sees a surge in demand, particularly in rural areas
BUSINESS
Tata Motors Q4 FY25: Strong results, uncertainty on tariffs lingers
While the management remains confident about the business, the lack of clarity of US tariffs on the UK continues to cast a shadow.
BUSINESS
MapmyIndia: Strong finish to FY25 with improved visibility
Balanced growth across verticals; structural tailwinds from government, defence and global mobility
BUSINESS
Swiggy Q4 FY25: Growth on the table, Quick Commerce remains a drag
The company continues to deliver strong top-line growth, but continued investment in Quick Commerce and rising competitive intensity are weighing on margins.
BUSINESS
SJS Enterprises: Strong Q4 FY25, new products, clients growth drivers
One of the company’s key growth drivers is the rising demand for premium vehicles, including big cars, SUVs, and high-end bikes, now extending to the consumer durable segment.
BUSINESS
eMudhra: Positioned for recovery with robust order book, strategic M&A focus
Rapidly expanding global needs for cybersecurity, identity verification, and paperless workflows create a long runway for eMudhra to scale up its high-impact solutions and capture meaningful market share.
BUSINESS
CEAT: Is the risk-reward turning favourable?
Healthy volume-led growth in Q4 FY25, though margins remained under pressure due to high raw material prices.
BUSINESS
Eternal Q4 FY25: Is the growth strategy losing its flavour?
Aggressive expansion in quick commerce hurts near-term profitability; food delivery slows, going-out app yet to deliver
BUSINESS
Jindal Steel and Power: Worth a look amid the volatile global backdrop?
There is a supply glut in China, and this has led to a surge in cheap Chinese steel entering India. While India’s 12 percent safeguard duty on imports may curb low-cost imports, it falls short of the stronger tariffs in other countries
BUSINESS
A compelling auto ancillary play amid trade tensions
Multiple factors to drive the performance of this company
BUSINESS
This auto ancillary player is immune to trade tension
Fiem is foraying into the PV segment while exploring opportunities in the EV market
BUSINESS
US tariff speed breakers for Indian auto firms
India exported $3.67 billion worth of automotive components to the US during H1FY25
BUSINESS
Trump's Auto Tariffs: These Indian companies will feel the heat. Should you avoid them?
India exported $3.67 billion worth of automotive components to the US during H1FY25
BUSINESS
Should this auto ancillary find a place in your long-term portfolio?
In Q3FY25, for the first time in Craftsman Automation Ltd’s history, the management has given a guidance of what to expect in the coming years. It has guided for Rs 7,000 crore in revenue in FY26
BUSINESS
Is the steel sector on the cusp of a cyclical upturn?
The possible imposition of a safeguard duty, tailwinds from Europe, and strong domestic demand augur well for Indian steel companies
BUSINESS
Gabriel India: Positioned well to benefit from traditional, new businesses
Increased preference for premium products augurs well for the company
BUSINESS
eMudhra: Negatives factored in; multiple growth levers
Cyber security, digital identity and paperless transformation have a large underpenetrated total addressable market. This offers a long growth runway for eMudhra due to its well-accepted product suite and execution track record.
BUSINESS
Will Tesla give EV makers in India a run for their money?
The competitive intensity in the local market will increase though the impact will be varied
